Скачать или смотреть Estate Planning: Guide to Wills & Trusts (Fall 2025) - 3/6

Welcome to the Financial & Estate Literacy workshop series.
This video's topic is "Guide to Wills & Trusts"
This is video 3 out of 6 for the "It's Your Estate" series.

~ Moderator: Peter Kote
~ Speaker: Steve Giammichele

Click here for our workshop schedule:
➡️ https://itsyourmoneyandestate.org/sch...

Download the PDF presentation used in this video, click here:
➡️ https://itsyourmoneyandestate.org/wp-...

To watch the entire "It's Your Estate" series:
➡️    • It's Your Estate - Fall 2025  

To watch the entire "It's Your Money" series:
➡️    • It's Your Money - Fall 2025  

For all materials in this presentation, please visit our website and select 'workshops'
➡️ https://www.iyme.org

For question & comments:
➡️ [email protected]

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Who we are ?
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Financial and Estate Literacy (FEL)

We are a non-profit dedicated to preventing financial abuse by educating people to take control of their financial, estate, and charitable giving decisions; and each spring and fall we conduct our It's your Money and It's your Estate workshop series which consists of six 90-minutes video workshops per series.

www.iyme.org

~ 501(c)3 org EIN 46-1117177


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Our Charitable Sponsors for the Fall 2025 series:
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American Heart Association, Chapman University, CHOC Children’s Foundation, City of Orange Public Library Foundation, Financial & Estate Literacy, In Defense of Animals, Laguna Beach Seniors, Laguna Canyon Foundation, Mary’s Path, Newport Beach Public Library Foundation, OC United, Providence Mission Hospital Foundation, Ronald McDonald House Orange County, Segerstrom Center for the Arts, Susan G. Komen®, The Blue Bell Foundation For Cats, The Priority Center.

#FinancialEducation #FinancialLiteracy #FinancialPlanning #FinancialFreedom #PersonalFinance